Friday, October 20, 2017

The Long Haul Watchlist for 2018

Here is my current list of companies I'm keeping an eye on to add for 2018.  It's going to be real tough to narrow it down as the year comes to an end. A lot of solid well known names in the running. Take a look below and let me know what you think in the comments section!


Illinois Tool Works(ITW)
Waste Management(WM)
Republic Services(RSG)
American Water Works (AWK)
Newell Brands(NWL)
Moog Inc(MOOG)
United Technology (UTX)
Honeywell(HON)
CME Group(CME)
CBOE Global Markets Inc(CBOE)
Intercontinental Exchange(ICE)
Nasdaq Inc(NDAQ)
JM Smucker Co(SJM)
Cintas(CTAS)
Waters Corp(WAT
Aqua America(WTR)
Sherwin-Williams(SHW)
PPG Industries(PPG)

I'm capping the holdings at 30.  We started the year at 29, and had WhiteWave(WWAV), and Reynolds America(RAI) get purchased by their respective European counterparts Danone & fellow portfolio member British American Tobacco(BTI). So that puts us at 27.

I'm considering dropping a couple names. You probably have an idea if you've been following, and you'll get an update tomorrow when I review this weeks earnings from IBM(IBM), PayPal(PYPL), Procter & Gamble(PG), and Phillip Morris(PM).  So all in I'm currently thinking there will be anywhere from 3-6 adds for 2018.

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